Skip to content

Form register bulk actions (export, send, share, reassign, duplicate, delete)

Forms & AuditsFor adminsVerified 9 Sep 20261 min

Selecting multiple records

In the Form Records register, use the checkboxes on the left of each row to select more than one record.

Available bulk actions

Export — download the selected records as a file.
Send/share — email or share a link to the selected records.
Reassign — change who the records are assigned to.
Duplicate — create fresh blank copies for reuse.
Delete — permanently remove the selected records.

Delete cannot be undone — Teammate asks you to confirm before removing records.

Walkthrough video

Every step above, performed once in a demo organisation.

Was this helpful?

Keep going

Related articles

All Forms & Audits guides →

Forms & AuditsFinding & filtering the Form Records registerHow to search, filter, and sort submitted form records to find what you need quickly.Read guide Forms & AuditsManaging audits: reassign, frequency, skip/stop repeat, deleteHow to reassign an audit, change how often it repeats, skip or stop its repeat schedule, or delete it.Read guide Forms & AuditsAdding corrective actions (tasks) to audit questionsHow to raise a corrective action task directly from a failed or flagged audit question.Read guide Forms & AuditsAssigning tasks from a formHow to raise a follow-up task directly from a form submission.Read guide Forms & AuditsBuilding form templatesHow to build a new form template from scratch using the form builder.Read guide